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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,710 | $155,555-12.1% | $146,866-6.9% | $155,188-11.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.89% | 115.41%-104.5pp | 102.85%-92.0pp | 148.84%-137.9pp |
| Employer contribution / active EE | $3,257 | $4,647-29.9% | $4,425-26.4% | $4,248-23.3% |
| Participant deferral / active EE | $4,001 | $8,044-50.3% | $7,759-48.4% | $6,531-38.7% |
| Admin fee / account holder | $33,692 | $14,755+128.3% | $13,620+147.4% | $14,480+132.7% |